David Richards is a financial advisor with Primerica Advisors based in Madison, WI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Park Avenue Securities and Guardian since 2008. Outside of advisory work, he is involved in insurance sales, offering life, disability, long-term care insurance, and fixed annuity products. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, providing both brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Daniel Miller is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the ChFC® designation and Series 63 registration and has 30 years of industry experience. Since 2007, he has been with Eagle Strategies, and he has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1996. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and works extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Abby Bare is a financial advisor at Wealthspire Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Baker Tilly Wealth Management and Bronfman E.L. Rothschild. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations. The firm offers wealth management, investment advisory, financial planning, and trust services through a customized, relationship-driven process emphasizing diversified, institutional-style asset allocation.

Mark Jaeger is a financial advisor with Independent Financial Partners in Madison, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Independent Financial Partners and affiliated firms since 2019. Outside of advisory work, he is involved as a Mortgage Loan Originator with C and R Mortgage. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform and offers both decentralized investment strategies and centralized asset management options, with a particular focus on retirement-plan advisory and pension consulting services.

Charles Meixelsperger is a financial advisor at Wealthspire Advisors with nine years of industry experience. He has held positions at Wealthspire Capital, LLC and Bankers' Bank prior to his current role, and holds Series 63 and Series 65 designations. Based in Madison, WI, he has been with Wealthspire Advisors since 2018. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach featuring diversified asset allocation and institutional-style portfolio management.

Zola Clark is a financial advisor at Creative Planning with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wipfli Financial Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Harbour Investments. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies supplemented by private market exposure and specialized tax management techniques.

Jacob Richards is a Series 65-licensed advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant, he worked in educational roles at Northland Pines School District and Lakeland Union High School, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, including portfolio management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Joseph Clemens is a financial advisor with Savant Wealth Management in Middleton, WI. He holds a Series 65 designation and has three years of industry experience, including five years at Savant Wealth Management. Prior to this, he was involved with TKO Enterprises Building Great Kids and spent four years as a student. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, utilizing a blend of evidence-based asset allocation and actively managed strategies.

Scott Kornstedt is a CFP®, ChFC®, and Series 66-licensed advisor with 20 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously held roles at Filbrandt Wealth Management and Filbrandt Investment Advisers. Kornstedt serves as a board member for the Friends of Waisman Center in Madison, WI, where he participates in fundraising and board meetings. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, and institutional clients. The firm employs an evidence-based, model-driven investment approach combined with actively managed strategies and oversight from an investment committee.

Carol Rosenstock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior roles include positions at JPMorgan Chase and Morgan Stanley. She is co-founder and board member of Gunning For Hope Inc., a nonprofit family foundation supporting cancer charities, and serves on the advisory board of the UW Carbone Cancer Center. She also owns and manages farm operations through CR Ridge Ranch LLC and CR Outdoors LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment strategies.

Brent Lindell is a CFP® professional at Savant Wealth Management with 18 years of industry experience. He has been with Savant since 2012, initially at Savant Capital Management before continuing at Savant Wealth Management. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates and supports its services with affiliated accounting, legal, and trust entities.

Keith Lueck is a financial advisor at Savant Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Savant and its predecessor firms since 2014. Prior to joining Savant, he was with Filbrandt Wealth Management and Filbrandt Investment Advisers. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Ryan Gresmer is a financial advisor with PNC Wealth Management in Madison, WI, holding Series 66 and Series 63 licenses and having seven years of industry experience. His prior firms include Merrill, BMO Harris Bank, and U.S. Bancorp Investments. Outside of his advisory role, he is employed part-time with Bass Pro Outdoor World as a retail outfitter specializing in firearms sales. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic questionnaires to recommend investment strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Emily Lockwood is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Great West Life & Ann Ins Co/Gwfs Equities Inc B/D since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA clients. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Noah Tostrud is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He has worked at Savant Wealth Management since 2021 and previously at Filbrandt Wealth Management from 2018 to 2021. His background also includes roles with the University of Wisconsin Athletic Department and the Monroe Park & Recreation Department. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Mark Smith is a financial advisor with Guardian Life in Madison, WI, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Guardian Life since 2007, following a prior role at Midwest Professional Planners, Ltd. Smith is an officer and owner of Third Coast Advisors, Inc., which holds a General Agency contract with Guardian. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

Charles Opitz is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Primerica Advisors and Guardian Life Insurance Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.

Lindsey Kane is a financial advisor at Wealthspire Advisors with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Johnson Bank, LPL Financial, and BMO Harris Bank. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Jacob Hauenstein is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation. Prior to joining Savant, he worked at Epic Systems and spent time at the University of Wisconsin-Madison. Outside of his advisory role, he is employed part-time as a Member Services Representative at Crunch Fitness in Madison, Wisconsin. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates with approximately $55.6 billion in assets under management.

Brian Reamer is a CFP® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2021. Prior to that, he worked at SVA Plumb Wealth Management, LLC and SVA Financial Services, LLC from 2001 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors and employs a strategic investment approach combining passive and active management.